See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,624 | $113,935+65.6% | $94,224+100.2% | $125,391+50.4% |
| Participation rate | 94.4% | 82.9%+11.6pp | 78.8%+15.7pp | 83.2%+11.3pp |
| Annual return | -0.53% | 5.29%-5.8pp | 10.68%-11.2pp | 282.22%-282.8pp |
| Employer contribution / active EE | $3,342 | $4,727-29.3% | $3,587-6.8% | $4,866-31.3% |
| Participant deferral / active EE | $4,337 | $5,179-16.2% | $4,320+0.4% | $5,352-19.0% |
| Admin fee / account holder | $2,886 | $8,391-65.6% | $6,269-54.0% | $9,540-69.7% |